On this week’s episode of Decision Points, True North invites guest Joe Eastin, Executive Chairman and Chairman of the Board at ISN. Raised on a farm outside Tulsa, Oklahoma, Joe's upbringing instilled in him the values of hard work and determination. His early days in Adair, under the influence of his World War II veteran father and a devoted mother, shaped the core values that would guide his future. This episode takes listeners through Joe's eclectic career journey, from his initial...
Aug 13, 2024•1 hr 9 min•Season 5Ep. 3
Our guest this week is Dirk Wakeham, whose entrepreneurial journey started from the humble beginnings of a simple paper route. He now serves as an Operating Managing Director for Vista Equity Partners and shares some of his very own Decision Points that have shaped his career and helped him navigate the unpredictability of the business world. Dirk's early beginnings taught him the foundational skills of sales, marketing, and operations, setting the stage for his later successes. With many u...
May 22, 2024•1 hr 9 min•Season 5Ep. 1
Decision Points is about the pivotal choices that shape our personal and professional lives, and this week’s guest embodies that theme. Jason Downie sits down to share his journey from the University of Texas to launching Tailwater Capital, a leading private equity firm. Jason recalls the exhilarating and sometimes daunting challenges of starting the firm, underlining the crucial role of trust, transparency, and strong partnerships in the world of private equity. He also tackles the complexities...
May 21, 2024•1 hr 10 min•Season 5Ep. 2
In this episode of "Decision Points," we sit down with Jon Altschuler, the visionary behind Altschuler and Company, to explore the depths of entrepreneurial success, the power of relationships, and the agility required in today’s dynamic business landscape. Jon unpacks the story of his career journey, starting with the influence of his father, which sparked his ambition to carve his own path in the business world. Jon takes us through his formative experiences working across various in...
May 07, 2024•54 min•Season 4Ep. 6
In this episode of "Decision Points," True North Advisors invites Sean Magennis to share his entrepreneurial story, which led him to the CEO role of Young President’s Organization (YPO). He’s a titan of leadership and business growth with over three decades of experience nurturing global companies to sustainable success. Sean shares his dedication to peer learning organizations and mentoring fellow CEOs, his knowledge on fostering leadership qualities, wealth preservation and growth, a...
Apr 30, 2024•1 hr 13 min•Season 4Ep. 5
In this episode of "Decision Points," we're joined by Spencer Nix, an esteemed health coach and the entrepreneur behind a thriving fitness gym serving the Dallas area. Spencer's journey is not just about physical fitness; it's a deeper exploration of how holistic health can be the cornerstone of not only personal success, but also business success. Spencer opens up about personal challenges and “decision points” that reshaped his approach to wellness, giving listeners a ...
Apr 23, 2024•1 hr 2 min•Season 4Ep. 4
In this episode of "Decision Points," we are privileged to host Clay Duvall, the co-CEO of Lincoln Property Company, a real estate giant with a storied legacy spanning six decades. Clay shares the complexities of carrying forward a legacy while bringing a fresh perspective and strategy to adapt to today’s evolving business landscape. Clay dives deep into the core principles that have guided his leadership journey—delegation, integrity, and the crucial balance between professional commi...
Apr 16, 2024•56 min•Season 4Ep. 3
In this episode of "Decision Points," we're joined by Craig Stamm, CEO of Zystan, a leader in the cybersecurity industry. Craig takes us on a journey from his early days as a military history enthusiast to his initial steps in finance, and eventually, his rise as a successful entrepreneur. His story is a masterclass in perseverance, showcasing the strategic mindset and determination required to navigate the complex world of business and cybersecurity. Craig dives into the core dec...
Apr 09, 2024•1 hr 1 min•Season 4Ep. 2
From serving tables to leading one of the region’s most innovative restaurant groups, this week’s guest will share some powerful advice for entrepreneurs of all levels. Jack Gibbons, CEO of FB Society and celebrated Entrepreneur of the Year Southwest Region in 2023, started from humble beginnings as a server within the acclaimed Pappa's restaurant group. His path to becoming a leading figure in the industry is nothing short of remarkable. Join us as Jack shares the pivotal decision points t...
Apr 02, 2024•1 hr 4 min•Season 4Ep. 1
In this episode of "Decision Points," we delve into the insightful world of decision-making and wealth management with Anne MacIver, Founder of Rise Mediation and WHD Consulting. Anne begins by sharing her life experiences and the pivotal role that decision-making has played in her journey. She introduces her unique approach to mediation in both business and marital relationships, shedding light on the transformative power of effective conflict resolution. We discuss the evolving lands...
Mar 26, 2024•1 hr 24 min•Season 3Ep. 6
Join us in this episode of Season 3 as we sit down with David Knoch, a seasoned professional with a remarkable career journey. From the early days of working in a camera store to becoming the president of a company in just eight years, David's story is one of continuous learning and adaptability. Throughout our conversation, David shares invaluable lessons about the power of curiosity and the importance of building genuine business relationships. His experiences dealing with sales metrics a...
Mar 19, 2024•1 hr 4 min•Season 3Ep. 5
From Consulting to Venture Capital; The Art of Strategic Decision-Making with Todd Dauphinais In this enlightening episode of "Decision Points," we have the privilege of hearing from Todd Dauphinais, financial expert and founder of Clavis Capital. With a wealth of experience spanning various financial disciplines, Todd guides us through his remarkable career journey. We’ll uncover the critical importance of preparation and readiness when facing significant business transitions, particu...
Mar 12, 2024•1 hr 4 min•Season 3Ep. 4
Join us in Season 3 of Decision Points as we are joined by Cynthia Collins, a successful entrepreneur and owner of two dynamic design companies, Collins Interiors and Blueprint. In this episode, Cynthia shares her remarkable journey from a designer to a business owner, sharing her unique experiences, challenges, and pivotal moments that shaped her path. Cynthia offers valuable insights into the world of entrepreneurship, emphasizing the importance of strategic business planning, setting ambitiou...
Mar 05, 2024•1 hr 2 min•Season 3Ep. 3
In Season 3, we bring you another exciting episode, this time featuring Matt Borowski, Senior Wealth Manager and Partner at True North Advisors. With vast experience in the world of wealth management, Matt takes us on a journey through a critical topic for business owners: exit strategies. In this engaging conversation, Matt emphasizing the importance of a well-thought-out exit plan. He cautions against common pitfalls, such as hasty decisions and overlooking the post-sale phase, and provides ex...
Feb 27, 2024•47 min•Season 3Ep. 2
In our Season 3 opener, we sit down with Curtis Rippee, a seasoned Certified EOS Implementor, to dive into the transformative power of the Entrepreneurial Operating System (EOS). Join us as we explore how EOS can be a game-changer for entrepreneurs and businesses seeking to maximize their potential. Curtis sheds light on the EOS framework, emphasizing the importance of recognizing and leveraging natural talents and unique abilities within an organization. Discover how EOS can effectively address...
Feb 20, 2024•1 hr 10 min•Season 3Ep. 1
In our Episode 8 Finale of "Decision Points" Season 2, we welcome Shane Egan, a seasoned M&A attorney with a wealth of experience in helping business owners prepare for one of the most critical decisions in their entrepreneurial journey: the sale of their business. Join us as we dive into the intricacies of M&A transactions, exploring how to ensure your business is well-prepared for the best possible exit. Shane shares invaluable insights into why it's essential to engage ...
Feb 13, 2024•55 min•Season 2Ep. 8
In Episode 7 of "Decision Points" Season 2, we sit down with Brent Williams, a seasoned professional with a distinguished career in investment banking and private equity. As the President of YPO Gold Dallas and Senior Advisor of the Halifax Group, Brent brings a wealth of knowledge and experience to the table. Join us as we delve into the intricacies of building effective entrepreneurial exit strategies. Brent shares insights into the considerations that business owners should bear in ...
Feb 06, 2024•59 min•Season 2Ep. 7
Episode 5 - Season 2: Strategic Wealth Planning and Maximizing Business Value with Caleb Brian, Director of Wealth Planning at True North Advisors In Episode 5 of "Decision Points" Season 2, we welcome Caleb Brian, the Director of Wealth Planning at True North Advisors. Caleb is an expert in institutional wealth management, and in this episode, he sheds light on the pivotal role of strategic partnerships in advance of a business exit. Listen in as Caleb shares valuable insights into th...
Jan 23, 2024•1 hr 11 min•Season 2Ep. 5
Episode 4 of "Decision Points" Season 2 features Lila and Jeremy Stewart, the remarkable co-founders of Hari Mari, a successful footwear company and lifestyle brand. Their entrepreneurial story is a testament to resilience, partnership, and unwavering commitment. Join us as we dive into the challenging journey of building their brand and company together, sharing insights into the intricacies of starting a business as a married couple. Lila and Jeremy provide a candid look into their p...
Jan 16, 2024•1 hr 17 min•Season 2Ep. 4
Living Well: Dr. Tyler Cooper on Health, Purpose, and Preventive Medicine In this episode of Decision Points, we sit down with Dr. Tyler Cooper, CEO of Cooper Aerobics, a pioneer in preventive medicine and wellness. Dr. Cooper shares his remarkable journey from medicine to wellness entrepreneurship and emphasizes the importance of purpose in one's life. Listen as Dr. Cooper speaks on the critical relationship between physical and mental health, showcasing the revolutionary approach of the C...
Jan 09, 2024•1 hr 8 min•Season 2Ep. 3
Episode 2 - Season 2: The Power of Persuasive Communication In Episode 2 of "Decision Points" Season 2, we sit down with Shane Read, who's transitioned from a successful career in law to becoming a sought-after communication consultant, author, and adjunct professor. Shane's journey is a testament to the transformative power of effective communication. Join us as we explore Shane's incredible career, which spans years of expertise as a trial attorney, and how he now impa...
Dec 12, 2023•1 hr 8 min•Season 2Ep. 2
Transforming Communities through Social Entrepreneurship: The Story of Bonton Farms In this inspiring episode of "Decision Points" Season 2, we delve into the extraordinary journey of Daron Babcock, the Chief Executive Officer at Bonton Farms. His story is a testament to the power of vision, resilience, and community-building. For many, Bonton Farms stands as a beacon of hope in the heart of an underserved community in South Dallas. Daron envisions not just economic growth but a thrivi...
Dec 05, 2023•1 hr 32 min•Season 2Ep. 1
Welcome to the grand finale of Season 1 of Decision Points by True North Advisors, the podcast that uncovers the transformative moments in the lives of entrepreneurs and business owners. Join us as we explore the world of smart investments and alternative investment strategies with Chris Pate, Managing Director for True North Advisors. Chris is focused on delivering the smartest investment solutions for True North Advisors' clients, and in this episode, he shares his wealth of expertise on ...
Nov 28, 2023•1 hr 11 min•Season 1Ep. 8
Welcome to Episode 7 of Decision Points, the podcast that uncovers the pivotal moments in the lives of entrepreneurs and business owners. In this episode, we're honored to have Nathan Sheets, the visionary who turned a beekeeping hobby into Nature Nate’s Honey, one of the largest honey companies in North America. Join us as we share a glimpse into Nathan's remarkable journey, his eventual exit, and some of the hurdles faced along the way. It’s a story of entrepreneurship, resilience, a...
Nov 21, 2023•1 hr 15 min•Season 1Ep. 7
This is Episode 6 of Decision Points by True North Advisors, where we explore the many moments that shape the lives of entrepreneurs and business owners. In this episode, we're joined by Chad Johnson, a devoted husband and father of 11 children. Join us as we uncover Chad's incredible story of navigating life after a significant exit. Chad shares his remarkable journey of philanthropy and purpose, offering key insights into family dynamics and the importance of planning effectively for...
Nov 14, 2023•51 min•Season 1Ep. 6
Welcome to Episode 5 of Decision Points by True North Advisors. In this episode, we're thrilled to have Dhruv Maniktala, Chief Investment Officer at True North Advisors, as our guest. Join us as we dive into the world of investments , exploring the approach and philosophy behind True North Advisors’ private investment platform, Western Alternative Strategies. Dhruv will shed light on the alternative vehicles and strategies developed by True North’s in-house investment team. In this conversa...
Nov 07, 2023•58 min•Season 1Ep. 5
Welcome to Episode 4 of Decision Points by True North Advisors. We’re about uncovering the critical moments that shape the lives of entrepreneurs and business owners. In this episode, we have the privilege of hosting Steve Hall, who sold his company driversselect to the Fortune 300 company Sonic Automotive in 2017. Steve shares his own story and what it truly means to “prepare yourself first” both before and after a significant business exit. In this thought-provoking episode, we'll dive in...
Oct 31, 2023•1 hr 8 min•Season 1Ep. 4
Welcome to Episode 3 of Decision Points, a look into the pivotal moments that shape the lives of entrepreneurs and business owners. In this episode, we're joined by George Coultress, Jr., an investment banker and business valuation expert. Join us as we tap into George’s expertise, gaining invaluable insights into the intricate world of business valuation and investment banking. George will share the levers that business owners can utilize to accurately assess the value of their enterprises...
Oct 24, 2023•57 min•Season 1Ep. 3
Welcome to Episode 2 of Decision Points by True North Advisors, where we dive deep into some of the transformative moments that have shaped the lives of entrepreneurs and business owners. In this episode, we sit down with Russell Moon, a business owner who sold his company, Skinceuticals, to L'Oreal in his early thirties. While Russell achieved incredible success at a young age, he wasn't fully prepared for the seismic changes that awaited him after the sale of his business. Join us as...
Oct 17, 2023•1 hr 2 min•Season 1Ep. 2
Welcome to the first episode of Decision Points by True North Advisors, a podcast geared toward entrepreneurs and business owners. In this episode, we sit down with Scott Wood and Mark Gehlbach, the visionary co-founders of True North Advisors, a private wealth advisory and investment management firm based in Dallas, TX. Join us as we dive into their entrepreneurial journey, an inspiring story of friendship turned business partnership, celebrating success, and growing from failure, creating a pu...
Oct 10, 2023•1 hr 6 min•Season 1Ep. 1